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Disclosery

Sweet Financial Partners, LLC: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sweet Financial Partners, LLC on MA, newest first. How the timeline and the estimate are built.

Sweet Financial Partners, LLC held 6,254 MA shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 6,254 shares
    Change vs previous 13F -80 shares

    0.67% of the 13F portfolio, value $3,088,281.

    13F-HR 0001908936-24-000005 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 6,334 shares
    Change vs previous 13F +283 shares

    0.64% of the 13F portfolio, value $2,794,494.

    13F-HR 0001908936-24-000003 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 6,051 shares
    Change vs previous 13F +325 shares

    0.67% of the 13F portfolio, value $2,913,821.

    13F-HR 0001908936-24-000002 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 5,726 shares
    Change vs previous 13F +512 shares

    0.58% of the 13F portfolio, value $2,442,246.

    13F-HR 0001908936-24-000001 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 5,214 shares
    Change vs previous 13F +198 shares

    0.55% of the 13F portfolio, value $2,064,104.

    13F-HR 0001908936-23-000004 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 5,016 shares
    Change vs previous 13F +1,166 shares

    0.51% of the 13F portfolio, value $1,972,858.

    13F-HR 0001908936-23-000003 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 3,850 shares
    Change vs previous 13F +837 shares

    0.39% of the 13F portfolio, value $1,399,091.

    13F-HR 0001908936-23-000002 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 3,013 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,047,631.

    13F-HR 0001908936-23-000001 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).